Kill the wizard!

17/10/2012 § Leave a comment

We have worked hard on optimizing the experience for our users when signing up for Debitoor. They used to be met by a 3 step wizard asking them to fill out a lot of info about their company before even getting started with the app. Not so surprisingly, results from user testing told us that people found this process extremely longwinded, as all they really wanted to do was explore a little before deciding whether Debitoor was for them or not. On top of this, entering bank details upfront made them feel insecure about our intentions. Our stats also told us that something was wrong, as more than 20% would leave without completing the wizard – and the ones that finished only entered a minimum of data.

Killing the wizard and designing a new Home page
So looking at the psychology behind this we wanted to give the users the freedom to explore the application before having to enter any data. So we killed the wizard… The core principle being that we wanted to guide our users and only require data input when needed, rather than forcing them to do it upfront. This is what now meets our users now after signing up:
We designed a Home page presenting the three main areas of the application for a quick overview and to help people get started seamlessly.  After having entered data in each of the areas, the icons changes to look like this with a verification tick:
Whilst exploring the application a notification is showed at the top to remind users that they need to fill out some data before being able to finalize and send an invoice:

Great results
Not only has it improved the look and feel of the application to be welcomed by a short introduction to the app. But now, three months later, we can see a huge increase in the amount of data entered into the company profile. 50% more users have entered their bank details in Q3 than they did in Q2 and people enter twice as much data than before in general.

It just shows that there is no need to force people into entering data. If you give them a good product with a good experience, it all happens automatically. If you haven’t already tried it yourself, you can sign up to Debitoor here:


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